Looking for someone to help me customize sales force to my insurance agency.
the pipeline of prospects/opportunities can come from one of several places
i want the system to track where it is in the processing cycle, who's desk the potential business is on and where it stands in the processing cycle.
life insurance from quoting to underwriting to issuance
commercial insurance, from new client with new policies, to existing clients having new policies, from quoting to delivery back to the producer, to presenting to the client to close or not.